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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,703 | $60,349-35.9% | $74,184-47.8% | $62,881-38.5% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 6.66% | 21.38%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $73 | $1,680-95.7% | $2,370-96.9% | $2,281-96.8% |
| Participant deferral / active EE | $1,441 | $2,856-49.6% | $3,550-59.4% | $3,203-55.0% |
| Admin fee / account holder | $8,315 | $4,261+95.1% | $5,586+48.9% | $4,296+93.6% |